Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$151,909,452
+$38,981,863 QoQ
Shares Held
1,646,358
+37.0% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
16.88%
of 13F equity value
Holder Rank
#113
of 2,304 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026North Peak Capital Management, LLC holds $222,761,967 across 2 Capital Markets names. SCHW ranks #1 (68.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
1,646,358 | $151,909,452 | |
| 2 | FIGR |
Figure Technology Solutions, Inc.
|
2,307,148 | $70,852,515 |
All Filings in SCHW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,909,452 | 1,646,358 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $112,927,589 | 1,201,613 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $123,357,078 | 1,234,682 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $152,226,533 | 1,594,496 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $191,204,368 | 2,095,620 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $165,074,437 | 2,108,769 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $137,502,882 | 1,857,896 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $122,954,615 | 1,897,155 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $131,380,058 | 1,782,875 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $132,907,171 | 1,837,257 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $168,025,217 | 2,442,227 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $123,520,059 | 2,249,910 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $124,702,858 | 2,200,121 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||